See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,386 | $111,724-48.6% | $93,606-38.7% | $145,922-60.7% |
| Participation rate | 46.7% | 74.2%-27.5pp | 68.7%-22.1pp | 80.3%-33.6pp |
| Annual return | 12.42% | 202.98%-190.6pp | 133.20%-120.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $958 | $3,090-69.0% | $2,420-60.4% | $4,660-79.4% |
| Participant deferral / active EE | $3,105 | $4,912-36.8% | $4,411-29.6% | $6,688-53.6% |
| Admin fee / account holder | $4,050 | $10,250-60.5% | $8,285-51.1% | $13,397-69.8% |